[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@mathlonning](/creator/twitter/mathlonning)
"If $TMDX comes in at $145M for Q3 thatll put them at $445.5M through X quarters which would mean $149M on Q4 would meet current yearly guidance. Historically Q4 has been at least XX% better (rev wise) than Q3 which would imply $160M for Q4 and thats not even accounting for any trial/international revenue. Yeah theyre going to beat and raise. Dont miss the train Long $TMDX"  
[X Link](https://x.com/mathlonning/status/1978904487764070792) [@mathlonning](/creator/x/mathlonning) 2025-10-16T19:22Z XXX followers, 2277 engagements


"$TMDX October flight numbers are trending up over XX% YoY. Management will have close to a full month of data (1/3 of a quarter) to make an informed decision on whether or not to increase yearly guidance. I believe theyll raise guidance to $605M at the midpoint. Theres still time to close your shorts Long $TMDX"  
[X Link](https://x.com/mathlonning/status/1979598661974970619) [@mathlonning](/creator/x/mathlonning) 2025-10-18T17:21Z XXX followers, 4112 engagements


"$TMDX Morgan Stanley CONFERENCE NOTES Earlier today (SEP 8th 2025) $TMDX CEO Waleed presented at the MS healthcare conference. He shed light on important topics and answered questions I was hoping would be brought up. - Transitioning from XX% of operations done through the ground to XX% this quarter (q3). He said tracking flights is great for those who have nothing else to do (lol) but that does not accurately depict what the company is doing. Yes there is seasonality and overall transplant volume is down across the entire US. $TMDX knew that was coming and is well positioned to meet yearly"  
[X Link](https://x.com/mathlonning/status/1965125025918509535) [@mathlonning](/creator/x/mathlonning) 2025-09-08T18:48Z XXX followers, 14.2K engagements


"Did some quick math on $tmdx q3 rev. Correct me if I'm wrong. IF in Q2 flights made up XX% (2400 flights) of rev therefore = $125.6M and ground ops XX% = $32M Then in Q3 if flights do XX% of rev (assuming 2100 flights at 52k per flight like last quarter) = $109M + ground ops being XX% of that we get to: $152M $152M would be ahead of analyst estimates at $145M. That would make for a huge explosion in stock price and put us ahead of yearly guidance. This is just a thought but Waleed mentioned today how confident he is in Transmedics and that is why he made the large insider purchase. He would"  
[X Link](https://x.com/mathlonning/status/1965156308694565212) [@mathlonning](/creator/x/mathlonning) 2025-09-08T20:52Z XXX followers, 6245 engagements


"Looking at $TMDX 2026 PE with a conservative XX% net income margin: XX% growth from 595M gives about 715M revenue and 157M net income which works out to a PE of XXXX XX% growth puts revenue near 744M and net income around 164M for a PE of XXXX XX% growth gets revenue to roughly 774M and net income of 170M making the PE XXXX Multiple is compressing quickly. At 114$ per share $TMDX has a fairly muted valuation. With so many crazy multiples being paid for growth names out there $TMDX is one of the most compelling opportunities out imo"  
[X Link](https://x.com/mathlonning/status/1971655045214278117) [@mathlonning](/creator/x/mathlonning) 2025-09-26T19:16Z XXX followers, 19.6K engagements


"Glad to see $TMDX being opportunistic and acquiring a 22nd plane for their fleet. Goes to show long-term demand is not slowing down. Bundle that with all the other upcoming catalysts in the next 4-18 months and we have a lot of upside. Cant wait for the upcoming earnings call as I believe CEO will sound more excited and confident than ever"  
[X Link](https://x.com/mathlonning/status/1975611578310664342) [@mathlonning](/creator/x/mathlonning) 2025-10-07T17:18Z XXX followers, 5778 engagements


"Strongly believe $TMDX would not have made the plane acquisition if they were going to miss analyst estimates for Q3 or were at least confident Q4 was going to go well. Management knows any slight miss will lead to shorts piling up and this purchase could be used as fuel. Can't wait for the Q3 call. IMO EPS will beat by over XXX% and revenue will come in line with expectations. Don't forget management said there was upside to the yearly guidance raised in Q2; therefore don't rule out another raise"  
[X Link](https://x.com/mathlonning/status/1975981660912185535) [@mathlonning](/creator/x/mathlonning) 2025-10-08T17:48Z XXX followers, 4492 engagements


"Added $MYRG yesterday before doing the research. Does anyone have good articles on it"  
[X Link](https://x.com/mathlonning/status/1976044969128599993) [@mathlonning](/creator/x/mathlonning) 2025-10-08T22:00Z XXX followers, XXX engagements


"If $ASML and $TSM raise their guidances with strong commentary this week things can get out of hand lol. $SMCI earnings coming up as well cant wait for their guidance"  
[X Link](https://x.com/mathlonning/status/1977809631595667660) [@mathlonning](/creator/x/mathlonning) 2025-10-13T18:52Z XXX followers, XXX engagements


"$TMDX should be announcing exact date of earnings call soon"  
[X Link](https://x.com/mathlonning/status/1978145452001304904) [@mathlonning](/creator/x/mathlonning) 2025-10-14T17:06Z XXX followers, 2103 engagements


"CC Wei is going to have Nasdaq up 2%+ tomorrow after he raises $TSM guidance and provides updates on Arizona fab yields. Must watch earnings call at 11pm PT tonight"  
[X Link](https://x.com/mathlonning/status/1978530636504957145) [@mathlonning](/creator/x/mathlonning) 2025-10-15T18:37Z XXX followers, XXX engagements


"Daily reminder one can currently buy $TMDX shares for cheaper than the CEO bought a couple months ago except catalysts are even closer now than they were before. Worth a look. R/R is there"  
[X Link](https://x.com/mathlonning/status/1978544197515829685) [@mathlonning](/creator/x/mathlonning) 2025-10-15T19:31Z XXX followers, 4231 engagements


"@KyleReedTrader Thatd be great I think theyll raise to $605M at the midpoint hes been very conservative with the guidance since last Q3 fiasco"  
[X Link](https://x.com/mathlonning/status/1978906993256501267) [@mathlonning](/creator/x/mathlonning) 2025-10-16T19:32Z XXX followers, XXX engagements


"$TMDX run is just starting. At $4B market cap there is SO MUCH room. $10B market cap in 2028 with $1B in revenue and XX% net income margins seems reasonable. Run is just starting $TMDX"  
[X Link](https://x.com/mathlonning/status/1976064931041862096) [@mathlonning](/creator/x/mathlonning) 2025-10-08T23:19Z XXX followers, 4716 engagements


"@JHughesFinance Thats definitely a possibility But they have been fairly conservative last few quarters with the guidance if they do raise to 615M thatd make for a big jump in stock price IMO"  
[X Link](https://x.com/mathlonning/status/1979631407837372923) [@mathlonning](/creator/x/mathlonning) 2025-10-18T19:31Z XXX followers, XXX engagements